201 Office Park Drive
Trust. Honesty. Integrity. We believe values matter and we live by ours every day.
Years of experience have prepared us to create an individualized portfolio to help you reach your goals.
We are committed to integrity. We value professionalism on every level striving to give you our highest quality service. We focus on exceeding client expectations every day.
We are committed to understanding your financial goals. We build relationships before we ever build portfolios.
Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect, and transfer wealth through objective, tailored, financial advice.
We believe we can positively impact our community and society by providing guidance to business owners and affluent families in the stewardship and protection of their resources, so that they can have the maximum impact on their families, employees, and the communities in which they live.
Client Services Manager
Director of Marketing
Financial Planner Assistant
Data-driven analysis is the foundation for everything we do.
Individualized strategies ensure that your goals are always a priority.
Our comprehensive financial management means we're ready to address your every need.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Honesty and Integrity
We strive to provide you objective, unbiased advice. Your best interest always come first.
Listening intently and with empathy allows us to understand your needs in order to provide the best value – added services and solutions.
Caring and Consistent Advice
We ensure you know you are cared for and passionately work to help you toward reaching your goals for creating your desired legacy.
We analyze every aspect of your financial lives to ensure our recommendations are always appropriate and always in your best interest.
Family and Health
We truly value our own families, as well as our clients’, and we encourage each other to achieve optimum financial, spiritual, and physical health.
Take the survey for the BERI Report.
Take the survey for the ODI Report
The following forms are for your use during our meetings.
A CFP® is a Certified Financial Planner™ that is certified by the CFP® board of standards